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Add notes to a person

Learn how to add notes to a person

The ability to add notes about a person allows you to centralize important information. This could include additional details such as historical information regarding the person.

If you want to record the same type of information for multiple persons in a consistent way, we recommend using custom fields instead of notes, for example to keep track of tax IDs. Click here to find out more information.

Below you can find a step by step guide on how to add a note.

For detailed instructions, click 'Start tutorial' below.